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Can these parents-to-be afford a house?

With a child and a possible career change on the way, this couple needs a financial plan

Conversations

Client Confidential: Jill Heinerth

A cave diver discusses death and taxes

Conversations

What industry change would you like to see?

Industry talk with new and veteran advisors

Conversations

Client coaching for the 24-hour news cycle

Sorting through the flood of information is a way to add value

Financial Advisor Assisting Senior Couple
ETFs

What cheap investing means for Canada

The regulatory regime has not caught up to investors’ needs

Young business woman working at desk typing on a laptop in office and drinking coffee.
Conversations

We are all home workers now

Tips for staying focused — and sane — in your new home office

Business people, entrepreneur, business, small business concept
Conversations

Advisors share client reactions to market downturn

Some clients wonder if it's time to buy

Man sitting on hill sunset in background
Conversations

Now’s the time to demonstrate your value

As markets wobble, you'll be called upon to offer comfort and perspective — and that's a great thing

Female hands using mobile banking on white smartphone
Technology

Financial innovation comes with stability risks, C.D. Howe paper says

The report said regulators should consider the impact of easier credit, especially as it relates to mortgages

Rearview shot of an attractive young businesswoman standing with her hands on her hips in the office
Conversations

Tips for meeting women’s financial needs

Unique wealth challenges require an advisory strategy

Senior woman websurfing on digital tablet
Conversations

Most women over 45 confident about retirement: survey

Only about one-quarter are invested in stocks, bonds or mutual funds

Conversations

How boomers, gen X and millennials spend and save

An Edward Jones survey highlights generational priorities

6 tips to retire debt-free
Conversations

More work required for secure retirement, institute says

Higher pension coverage, increased savings rates and incentives to work longer are needed, a paper argues

Global fintech ranking shows importance of emerging cities

Five Canadian cities ranked in the top 100

  • By: Staff
  • December 4, 2019 December 4, 2019
  • 12:17

More markets dipping their toes into open banking: report

But innovation comes with risks, the Basel Committee warns

Moodys Tax partners with AI firm to offer TOSI tool

The tax on split income rules are viewed as highly complex

  • By: Staff
  • November 12, 2019 November 8, 2019
  • 09:01

The meaning of trust is changing

Competence is no longer enough

Prospecting in 2020

How should advisors find clients today?

A deep dive into switching firms

From deciding to leave your firm to settling in somewhere new, these advisor insights will help ensure a successful transition

IIROC’s revised CE rules to take effect Jan. 1

Advisors could face suspensions if their firms don’t report credits on time

FP Canada Institute launches education programs

Programs will be mandatory for those seeking the CFP

  • By: Staff
  • October 2, 2019 October 2, 2019
  • 10:56

Get your CE credits before year’s end

The IIROC cycle ends Dec. 31, 2017

  • By: Staff
  • December 15, 2017 March 19, 2019
  • 00:00

Help retired clients avoid high-pressure sales tactics

Be sensitive to the psychology and life-stage perspective of retirees

  • By: Al Emid
  • November 6, 2013 December 9, 2019
  • 07:00

Advisors can do more to help their clients relax in retirement

Retirees are re-assessing how they deal with financial markets

  • By: Al Emid
  • October 30, 2013 December 9, 2019
  • 07:00

The whole picture: Understanding the needs of aging clients

The process of aging can take its toll